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Vistra Corp. sees strong Q1 growth and bullish outlook on power deals with tech giants.

Analyst Insights
03 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Vistra Corp. reported a 20% year-over-year increase in adjusted EBITDA for Q1 2026, driven by improved energy margins and acquisitions. Revenue rose to $5.63 billion with a 26.6% operating margin. The company benefits from long-term power purchase agreements with major hyperscalers like Meta and AWS, supporting rising electricity demand for AI and data centers. Management forecasts 20.4% free cash flow growth for FY26, though risks include hyperscaler spending volatility and regulatory challenges.

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